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Lehman Financial Resources’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lehman Financial Resources’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$4.18M Buy
47,878
+40,813
+578% +$3.58M 1.96% 13
2018
Q2 		$589K Buy
+7,065
New +$576K 0.3% 48

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lehman Financial Resources's IJR Position: Q3 2018 in Review

Lehman Financial Resources increased its iShares Core S&P Small-Cap ETF (IJR) stake by 578% in Q3 2018, buying an estimated $3.58M and bringing the position to 47,878 shares worth $4.18M. The position accounts for 1.96% of the portfolio, ranked #13.

Lehman Financial Resources first reported a position in IJR in Q2 2018 and has held it in 2 quarters since. 1,217 funds tracked by Wall St. Rank hold IJR as of Q3 2018.

  • Lehman Financial Resources held 47,878 shares of iShares Core S&P Small-Cap ETF worth $4.18M as of Q3 2018.
  • Lehman Financial Resources bought 40,813 iShares Core S&P Small-Cap ETF shares in Q3 2018, an estimated $3.58M.
  • iShares Core S&P Small-Cap ETF made up 1.96% of Lehman Financial Resources's portfolio in Q3 2018, its #13 holding.
  • Lehman Financial Resources first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 2 quarters since.
  • 1,217 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.